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47 cfp jobs at 32 companies in Mesa, AZ

2mo
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Annuities Wholesaler - CFP
Scottsdale, Arizona, United States
OnsiteFull Time
Integrity Marketing Group
Integrity Marketing Group: Distributes life, health and wealth insurance products via technology.
5+ YOESenior financial analyst experience; proficient in MS Excel; CFA/CPA a plus; Finance/Economics degree; knowledge of forecasting and cost accounting; ERP familiarity.
MS Excel, ERP, Finance databases
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3mo
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Wealth Advisor (Scottsdale, AZ)
Scottsdale, Arizona, United States
$85k-$145k/yr HybridFull Time
Mercer Advisors
Mercer Advisors: Provides integrated wealth management and financial planning for families.
7+ YOEBachelor's degree; CFP required; Series 65; 7-10 years experience; financial planning/wealth advisory.
Financial planning software
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3mo
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Head of Financial Planning
Mesa, Arizona, United States
$100k-$115k/yr OnsiteFull Time
Modern Wealth Management
Modern Wealth Management: Provides personalized financial planning and investment management services.
10+ YOELead and scale the financial planning function; CFP certification required; 10+ years in financial planning or related field.
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1mo
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Associate Private Wealth Advisor
Phoenix, Arizona, United States
OnsiteFull Time
The Bahnsen Group
The Bahnsen Group: Provides private wealth management and comprehensive financial planning services.
4+ YOE4-10 years in financial services; pursuing CFP; strong financial planning knowledge; detail-oriented; effective communicator.
eMoney
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2mo
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Associate Financial Advisor
Phoenix, Arizona, United States
$65k-$85k/yr RemoteFull Time
Endeavor Advisors
Endeavor Advisors: Independent financial planning and investment advisory firm.
2+ YOE2-5 years in financial planning; strong communication; CFP exam passed preferred; experience with RightCapital and Dimensional Funds a plus.
RightCapital, CRM, Dimensional Funds
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3mo
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Sr. Financial Planning Strategist
Atlanta or La Vista or Oakdale or Scottsdale or Berwyn or St. Petersburg
$135k-$160k/yr HybridFull Time
Osaic
Osaic: Provides wealth management services to independent financial advisors.
10+ YOE10+ years financial planning experience; CFP designation or JD; strong communication; multi-case management; MS Office proficiency.
Microsoft Office, Financial planning software (eMoney)
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2mo
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Wealth Planner
Denver or Cottonwood Heights or Phoenix
HybridFull Time
Sequoia Financial Group
Sequoia Financial Group: Provides wealth management and financial planning services.
3+ YOEBachelor’s degree in Financial Planning or Finance, CFP or advanced credential, 3-5+ years in financial planning, software proficiency, MS Office.
Financial planning software, Microsoft Office, Emoney
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3mo
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Financial Advisor
Los Angeles or Pasadena or San Francisco or Phoenix
$110k-$187k/yr OnsiteFull Time
Northern Trust
Northern TrustNASDAQ: NTRS: Financial services for individuals, families, and global institutions.
5+ YOE5+ years securities industry and sales experience; Series 7 and 66 licenses; CFP preferred; strong sales, communication; some travel.
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3mo
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Sr Risk Control Consultant
Phoenix or California
$112k-$143k/yr HybridFull Time
UFG Insurance
UFG InsuranceNASDAQ: UFCS: Provides commercial property and casualty insurance and surety bonds.
Senior risk control professional with expertise in risk assessment, technical writing, and collaboration with underwriting; certifications such as CSP, ARM, CPCU, CHST, CFPS or similar preferred.
OSHA, NFPA, ANSI, DOT, FMCSA
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3mo
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Relationship Manager & Servicing Advisor
Scottsdale, Arizona, United States
RemoteFull Time
Farther
Farther: Wealth management platform combining human advisors and proprietary technology
10+ YOEManage 100–125 affluent households; deliver comprehensive planning; maintain CRM; coordinate with ops/investment teams; CFP with 10+ years; Series 65; U4.
eMoney, RightCapital, AI tools
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1w
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1834 Wealth Advisor III
Scottsdale, Arizona, United States
$98k-$199k/yr OnsiteFull Time
Old National Bank
Old National BankNASDAQ: ONB: Regional financial services provider offering banking and wealth solutions.
7+ YOE7+ years wealth management experience with high-net-worth clients; bachelor’s degree required; CFP/MBA/CFA/JD preferred; strong sales, planning, and investment knowledge.
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2mo
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Personal Financial Counselor - Luke AFB
United States
$58k-$94k/yr OnsiteFull Time
Magellan Health
Magellan HealthNYSE: CNC: Provides managed healthcare, behavioral health, and pharmacy benefit services.
3+ YOE3+ years financial counseling; bachelor’s degree (or equivalent experience); US citizenship; English fluency; may be bilingual; AFC/CFP/ChFC certifications; eligible for OCI; Tier 2 investigation.
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1mo
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Hydraulic Technician
Phoenix, Arizona, United States
$30-$40/hr OnsiteFull Time
Hydraulic Controls
Hydraulic Controls: Distributes hydraulic components and provides fluid power engineering services.
3+ YOEHigh school diploma, 3+ years related experience, ability to read schematics, knowledgeable with hydraulic/electrical/mechanical test equipment, able to lift up to 50 lbs, CFPS a plus.
power screwdriver, calipers, pressure gauges, oxy acetylene welding equipment, hydraulic test stand, solder iron, heat gun, vise, solder pot, hydraulic hose crimper, arbor press, band saw, automatic wire stripper
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1d
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Senior Trust Advisor
Tempe or St. Louis
HybridFull Time
Edward Jones
Edward Jones: Offers investment management and financial planning through local branches.
7+ YOEBachelor's degree and CTFA, JD, or CFP required; 7+ years trust and estate or related experience; deep fiduciary, estate planning, tax, and regulatory knowledge; strong written and verbal communication.
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2mo
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Certified Financial Planner®– Matson Capital
Scottsdale, Arizona, United States
OnsiteFull Time
Matson Money
Matson Money: Provides investment management and financial coaching for advisors.
5+ YOECFP designation required; 5+ years in financial planning/advising; Series 6/7/63/65/66; life insurance licensing; bachelor’s degree preferred; leadership training a plus.
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3w
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Director of Private Client Strategy
Urbana or Champaign or Decatur or Denver or Creve Coeur or East Peoria or Scottsdale or Dallas or Phoenix or Leawood or Bloomington
$140k-$193k/yr OnsiteFull Time
Busey
BuseyNASDAQ: BUSE: Provides retail banking, commercial lending, and wealth management services.
12+ YOEProven private banking/wealth leadership with 12+ years experience, bachelor’s degree required (MBA/JD/CFP preferred), CRM and analytics experience, strong client acquisition and regulatory knowledge.
CRM
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6d
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Retirement Plan Consultant II - Phoenix, AZ
Scottsdale or Phoenix
RemoteFull Time
Corebridge Financial
Corebridge FinancialNYSE: CRBG: Provides life insurance and retirement products in the United States.
High school diploma required (Bachelor's preferred). Series 7/66 and state insurance licenses required or preferred; CFP/ChFC desirable. Strong presentation skills; bilingual Spanish a plus.
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2w
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Private Wealth Advisor - FineMark
Scottsdale, Arizona, United States
OnsiteFull Time
Commerce Bank
Commerce BankNASDAQ: CBSH: Provides personal and commercial banking and wealth management services.
7+ YOEBachelor's in finance/economics or equivalent; 7+ years managing investment portfolios; proficiency with Microsoft Word/Excel/Teams/Outlook; Salesforce preferred; valid driver's license; CFA/CFP preferred.
Salesforce, Microsoft Word, Microsoft Excel, Microsoft Teams, Microsoft Outlook
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1mo
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Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
Phoenix, Arizona, United States
$140k-$190k/yr OnsiteFull Time
Charles Schwab
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
CFP or CFA and Bachelor's required, Series 7 and 66 required (may be obtained within 120 days), demonstrated complex client relationship and financial planning skills, strong time management and communication.
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1mo
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Investments Representative
Phoenix, Arizona, United States
HybridFull Time
Arizona Financial Credit Union
Arizona Financial Credit Union: Member-owned cooperative providing banking and business lending services.
3+ YOEManage and promote investment and insurance services, provide member financial planning and education, maintain product and regulatory knowledge, and meet sales goals. Requires securities and insurance licenses and CFP or equivalent experience.
Microsoft Word, Microsoft Excel
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